User Authenticating Access to CRM and Outlook
In order to configure the end user's email inbox, the user needs to click on
'Activities' -> 'My Sync Settings' in CRM which will bring up the login screen where the credentials need to be entered to sign in to CRM. After a successful sign-in, the IMC connection status should be Green.
To connect to the user's email account:
- Click on the Gear Icon in the "MAIL SERVER CONNECTION STATUS"
- Select the Office 365 option.
- Sign in using your Email credentials.
This is depicted in the following figure:
In this section, the user can change Email credentials as well as troubleshoot failed synchronization jobs.
Note: as soon as the end user is successfully signed into both, CRM and the email inbox, the integration will perform the following steps:
- Add-in will be installed (refer to 'Add-In Installation' for additional information).
- Email inbox will be prepared for synchronization (refer to the next section below).
- Synchronization will be enabled (refer to the next section below).
Administration Via 'Groupware Administration' Tab in CRM
An admin user can perform several actions on a user level as outlined in the following figure and table:
| Action | Meaning |
|---|---|
| Delete | Attempts to delete the user. If there are pre-existing conditions that prevent the deletion, the system will render an appropriate error |
| Force Delete | Hard delete of the user; should only be used in exceptional cases and only when advised by Customer Success. |
| Force Synchronization | Executes a synchronization immediately (does not wait for the next sync cycle). |
| Enable / Disable Synchronization | Suspends the synchronization job. |
| Reset Mailbox | Removes all changes made to the inbox (e.g. creation of separate 'In Mind Cloud' folders, categories, synchronized contacts, etc.). |
| (Re-)Initialize Mailbox | Sets the inbox to an initial state required by the synchronization. |
| Check Settings | Performs a generic check on connectivity, add-in status, etc. |
| Check CRM Connectivity | Checks the CRM connection |
| Check Mailbox Connectivity | Checks the inbox connection |
| Install Revenue Grid... | Allows an admin to install the Add-In at the user's inbox |
| Check Add-In Status | Checks the Add-In status |
| Remove Add-In | Removes the Add-In from the user's inbox |
Note: You can also manually perform the following steps for the respective actions:
| Action | Steps to Perform |
|---|---|
| Enable End User Sync |
|
| Disable End User Sync |
|
| Completely Remove End User Functionality |
|
Similar - not all - options are available on for mass user maintenance:
Syncing Contacts, Emails, Tasks and Meetings
Prerequisites
After the server-side integration is set up and the user's inbox is initialized, the integration engine will create the following inside the respective groupware system:
- In Mind Cloud Folders under Contacts and Emails
| Contacts | Emails |
|---|---|
 |
 |
- Categories for Flagging Emails, Meetings and Tasks
Syncing Contacts
Inside the respective folder under 'Contacts', all CRM contacts will be synced to the user's address book. Changes will be replicated bi-directionally, meaning if a contact is changed locally in an address book, the updates will be replicated to CCRM and vice-versa.
Syncing Emails
Emails can be synced using the following options:
- Manually, via the add-in (refer to 'Email Add-in Functionality' for additional information)
- By dropping the emails into the respective folder:
- By flagging the email using the respective category:
Syncing Meetings and Tasks
By assigning the respective categories, meetings and tasks can sync from Inbox to CRM.
Note: The sync cycle is set to 30 minutes.
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